Location product history

The Location product history documents which products were delivered to or picked up at the individual locations (POIs). The page provides the dispatcher with a chronological overview of all product movements per location – including the quantity, type and source of the entry as well as the associated pre-combined tour. Entries can also be created, edited and deleted manually.

1. Navigation

The location product history can be reached via the main menu under Master data › Location product history.

Note: The page is available to users with dispatcher permission. For pure web ordering users (restricted role), the filter area is hidden.

2. Overview (table)

The overview shows all product history entries in a table that can be paged, sorted and filtered. Each row represents a single product movement entry.

Default columns

Sorting

Clicking a column header sorts the list in ascending or descending order by that column.

Open entry

Clicking a row opens the entry in the edit dialog (see section 6).

Note: Deleted entries are no longer shown in the overview.

3. Global search

The search field allows the list to be searched quickly. The search takes the following details into account:

• Record ID and reference ID of the entry
• Location (ID, reference and name)
• Product (name in all stored languages as well as product reference)
• Number of the pre-combined tour

The list is restricted accordingly while typing.

Tip: A specific search view can be called directly via the address bar. If a search term is passed via the address bar, the overview already opens with the corresponding pre-search.

4. Column filters (filter row)

A filter row is available below the column headers, with which each column can be restricted individually. Enter the desired filter value directly in the field of the respective column; the list updates automatically.

Note: For the Quantity column as well as for the date columns (Entry date/time, Created on, Modified on), filtering via the filter row is disabled. For temporal restriction, use the date range filter (see section 5).

5. Date range filter

The date range filter allows the list to be restricted to a period (from/to). In addition, extended variants («before» / «after») are available: these also take into account or mark entries that lie just outside the selected period.

1. Select the desired period (from/to) in the date range filter.
2. Optionally activate the «before» or «after» options to include adjacent entries.
3. The list is automatically restricted to the selected period.

Entries that lie outside the actual range but within the extended boundaries are marked accordingly as «before» or «after».

6. Create or edit an entry

Product history entries can be created manually via an input form, or existing entries can be edited.

Create a new entry

1. Click the add button in the toolbar.
2. Fill in the following fields in the dialog:

3. Save – the new entry appears in the overview.

For manually created entries, the Source is automatically set to «Web».

Edit an existing entry

1. Open the desired row in the overview.
2. Adjust the details in the dialog.
3. Save – the changes are applied and the table is updated.

Note: The Location, Product as well as Date and time fields are mandatory and must be filled in before the entry can be saved.

7. Delete entries

Entries that are no longer needed can be removed from the overview.

1. Select one or more entries in the list.
2. Click the «Delete» button in the toolbar.
3. Confirm the security prompt.

The selected entries are removed from the overview. Deleting several entries at once is supported.

8. Toolbar functions

The toolbar of the overview offers the following tools:

• Add / Edit: Create a new entry or edit an existing one (see section 6).
• Delete: Remove selected entries (see section 7).
• Export: Downloads the currently displayed list as a file for further processing. The export takes into account the currently visible columns and the set filters.
• Clear filters: Removes all active filters and shows the complete list again.
• Apply templates: Applies saved view templates (column and filter configuration) to the table.
• Layout: Functions for adjusting the column layout (show/hide columns, adjust order, reset layout).

The layout and filter settings are saved per user and are retained after logging out.

9. Group context

The displayed entries are automatically restricted to the currently selected group (group context). Via the «Current group only» option, it can additionally be controlled whether only entries of the current group or also those of subordinate groups are displayed.

Note: If the active group is changed via the global group switcher, the overview reloads automatically and shows the entries of the newly selected group. The «Current group only» option is not available for pure subcontractor groups.

10. Summary: available actions